Institutional Ownership Nuveen Dow 30sm Dynamic Overwrite Fund (DIAX)
This table provides information about the institutional ownership of Nuveen Dow 30sm Dynamic Overwrite Fund (DIAX). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $189 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
28,315
shares
|
$416,796
0.05% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
28,091
shares
|
$413,499
0.03% of portfolio
|
Q4 2023
Reduced 1.87%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
26,241
shares
|
$386,267
0.01% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
25,592
shares
|
$376,714
0.01% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
23,000
shares
|
$338,560
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
23,000
shares
|
$338,560
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
22,325
shares
|
$328,624
0.01% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,264
shares
|
$327,726
0.01% of portfolio
|
Q1 2024
Added 21.9%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
20,408
shares
|
$300,405
0.01% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
19,454
shares
|
$286,362
0.0% of portfolio
|
Q3 2025
Added 21.75%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
18,825
shares
|
$277,104
0.0% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Quantedge Capital Pte LTD
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
18,700
shares
|
$275,264
0.15% of portfolio
|
Q3 2025
Reduced 48.2%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
17,901
shares
|
$263,502
0.03% of portfolio
|
Q2 2023
Reduced 3.23%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
16,676
shares
|
$245,470
0.18% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2025 Q3 2025 |
16,572
shares
|
$243,939
0.18% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
16,204
shares
|
$238,522
0.0% of portfolio
|
Q3 2025
Reduced 23.12%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
15,993
shares
|
$235,416
0.0% of portfolio
|
Q3 2025
Reduced 43.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
15,889
shares
|
$233,886
0.0% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
15,490
shares
|
$228,012
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
15,016
shares
|
$221,035
0.0% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
14,554
shares
|
$214,234
0.0% of portfolio
|
Q3 2021
Reduced 14.16%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
14,354
shares
|
$211,290
0.15% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
14,305
shares
|
$210,569
0.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
14,184
shares
|
$208,788
0.0% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
14,065
shares
|
$207,036
0.1% of portfolio
|
Q3 2025
Added 11.05%
|
|